| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 12/13/2019 |
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| ADV Location | CARMEL, IN, United States |
| Contact Info | 317 xxxxxxx |
| Websites |
| AUM* | 175,200,121 26% |
| of that, discretionary | 166,287,827 27% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 353,940 15% |
| % High Net Worth | 51.22% 7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds